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iShares Russell 2000 ETF
IWM

Overview Fund Activity

1,744 hedge funds and large institutions have $58.4B invested in iShares Russell 2000 ETF in 2020 Q4 according to their latest regulatory filings, with 366 funds opening new positions, 646 increasing their positions, 532 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,744
Holders Change
+268
Holders Change %
+18.16%
% of All Funds
30.94%
Holding in Top 10
214
Holding in Top 10 Change
+68
Holding in Top 10 Change %
+46.58%
% of All Funds
3.8%
New
366
Increased
646
Reduced
532
Closed
76
Calls
$21.7B
Puts
$52.3B
Net Calls
-$30.6B
Net Calls Change
-$5.71B

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$1.86B
2
Citigroup
Citigroup
New York
+$1.25B
3
Wells Fargo
Wells Fargo
California
+$655M
4
TD Asset Management
TD Asset Management
Ontario, Canada
+$601M
5
Millennium Management
Millennium Management
New York
+$491M

Top Sellers

1
Barclays
Barclays
United Kingdom
-$1.59B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.47B
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$1.36B
4
Bank of America
Bank of America
North Carolina
-$1.12B
5
Goldman Sachs
Goldman Sachs
New York
-$721M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIM
776
Orca Investment Management
Oregon
$1.73M +$1.73M +8,833 New
PCM
777
Palisade Capital Management
New Jersey
$1.73M +$1.73M +8,827 New
PWG
778
Private Wealth Group
Florida
$1.72M +$237K +1,210 +16%
EAM
779
Evanson Asset Management
California
$1.71M -$31.4K -160 -2%
BTW
780
Boston Trust Walden
Massachusetts
$1.71M +$547K +2,788 +47%
G
781
Gainplan
Michigan
$1.7M +$1.7M +8,692 New
VA
782
Valmark Advisers
Ohio
$1.69M +$476K +2,430 +39%
JF
783
JSF Financial
California
$1.69M -$113K -574 -6%
RP
784
Riverbridge Partners
Minnesota
$1.69M +$1.03M +5,266 +158%
RSWM
785
Robertson Stephens Wealth Management
California
$1.68M +$145K +739 +9%
TFA
786
Tranquilli Financial Advisor
New Jersey
$1.68M +$1.68M +8,577 New
TWM
787
Tradition Wealth Management
Minnesota
$1.68M +$1.68M +8,571 New
CWM
788
Cornerstone Wealth Management
Missouri
$1.67M +$976K +4,979 +142%
GIA
789
Gladstone Institutional Advisory
Florida
$1.66M +$343K +1,751 +26%
ADIM
790
Alpha DNA Investment Management
Maryland
$1.65M +$1.65M +3,499 New
AFA
791
American Financial Advisors
Georgia
$1.64M -$42.7K -218 -3%
BFO
792
Boston Family Office
Massachusetts
$1.63M -$18.4K -94 -1%
PWPS
793
Pinnacle Wealth Planning Services
Ohio
$1.63M -$125K -638 -7%
BHB
794
Bank Hapoalim BM
Israel
$1.63M +$1.63M +8,328 New
MIA
795
MainStreet Investment Advisors
Illinois
$1.63M -$50.4K -257 -3%
AA
796
AlphaMark Advisors
Kentucky
$1.62M +$1.26M +6,444 +353%
RMDI
797
R.M. Davis Inc
Maine
$1.61M -$76.7K -391 -5%
FA
798
Fagan Associates
New York
$1.6M -$25.3K -129 -2%
RWM
799
RKL Wealth Management
Pennsylvania
$1.6M -$20.4K -104 -1%
AFAS
800
Acorn Financial Advisory Services
Virginia
$1.6M -$48.9K -249 -3%
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